Pinnacle Wealth Planning Services, Inc. Ishares Msci Usa Quality Facto Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,067 shares of QUAL stock, worth $600,549. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,067
Previous 3,122
1.76%
Holding current value
$600,549
Previous $533,000
5.07%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,654Shares Held
252MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.36 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.81 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.98 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.46 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.39 Billion0.84% of portfolio